According to the Morgan Stanley research report, the results of its September survey showed that mainland residents' views on housing price prospects improved slightly. The bank attributed this to a recent change in the tone of the Politburo, but the sustainability of the sales recovery still needs to be observed. The Dama survey interviewed 2,031 residents in first-tier to fourth-tier cities. Among them, 68% of respondents with plans to buy properties believed that recent policy relaxation had a positive impact on their plans, while 38% expected property prices to fall within the next 12 months, which showed a slight improvement in potential buyers' views on property prices. Overall, half of respondents would consider entering the market in the future, and only 18% said it was “very likely” to do so. As for the timing of entering the market, only 1% of people expect it to happen within the next six months. The bank believes that it may still take time to restore residents' confidence in future income, especially after recent changes in policy tone. The bank suggests selectively increasing holdings of companies that benefit from both housing and consumption, such as China Resources Land and China Resources Vientiane Life, in the recent potential industry pullback due to improved investor sentiment. Defensive state-owned real estate agents, such as China Overseas Development, Greentown China, and Yuexiu Real Estate, may also outperform the market due to their potentially strong fourth quarter sales.

According to the Morgan Stanley research report, the results of its September survey showed that mainland residents' views on housing price prospects improved slightly. The bank attributed this to a recent change in the tone of the Politburo, but the sustainability of the sales recovery still needs to be observed. The Dama survey interviewed 2,031 residents in first-tier to fourth-tier cities. Among them, 68% of respondents with plans to buy properties believed that recent policy relaxation had a positive impact on their plans, while 38% expected property prices to fall within the next 12 months, which showed a slight improvement in potential buyers' views on property prices. Overall, half of respondents would consider entering the market in the future, and only 18% said it was “very likely” to do so. As for the timing of entering the market, only 1% of people expect it to happen within the next six months. The bank believes that it may still take time to restore residents' confidence in future income, especially after recent changes in policy tone. The bank suggests selectively increasing holdings of companies that benefit from both housing and consumption, such as China Resources Land and China Resources Vientiane Life, in the recent potential industry pullback due to improved investor sentiment. Defensive state-owned real estate agents, such as China Overseas Development, Greentown China, and Yuexiu Real Estate, may also outperform the market due to their potentially strong fourth quarter sales.